At a Glance
- Tasks: Manage your own client base and provide personalised financial advice.
- Company: A modern, client-focused financial advisory firm with a relaxed atmosphere.
- Benefits: Enjoy a competitive commission split and access to advanced technology.
- Other info: Join a growing team with strong infrastructure and support for your success.
- Why this job: Gain autonomy in your role while working remotely and making a real difference for clients.
- Qualifications: Must have a transferable client bank and experience as a financial adviser.
The predicted salary is between 50000 - 70000 € per year.
Self Employed Financial Adviser (75/25 split) Remote, West Midlands
Are you a financial adviser with a strong client base, now looking for greater ownership within a highly autonomous firm? This is an excellent opportunity to join a relatively new firm, established by two advisers who moved on from their roles at True Potential to focus on a more client-centric and personalised approach. With strong infrastructure and consistent cash flow in place, the business is well positioned to expand by adding another adviser to the team. They operate with a modern technology stack that supports the delivery of pensions, reports, ISAs and related services, all of which are covered within your commission split, along with FCA regulatory costs. If you are an adviser looking for greater autonomy in a more relaxed environment then I’d love to hear from you.
The Role:
- Remote Self Employed Adviser position (Ideally based across the Midlands)
- Work with your own client bank
- Modern technology immediately available
The Person:
- Adviser with a transferrable client bank
- Comfortable in a Self-employed role
- Looking for more autonomy in a relaxed environment
Independent Financial Advisor (Self Employed) employer: Eden Rose
Join a forward-thinking firm that prioritises client-centric financial advice while offering you the autonomy to manage your own client base. With a strong infrastructure and modern technology at your fingertips, you'll thrive in a relaxed remote environment that fosters personal growth and professional development. This is an exceptional opportunity for self-motivated advisers seeking to elevate their careers in the West Midlands.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor (Self Employed)
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new opportunities. A personal touch can go a long way in landing that perfect role.
✨Tip Number 2
Showcase your expertise! Create a professional online presence, maybe even share some insights or tips related to financial advising. This not only highlights your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Don’t shy away from reaching out directly to firms you admire. A simple email expressing your interest can open doors. We believe in taking initiative, so go for it!
✨Tip Number 4
Apply through our website! It’s super easy and ensures your application gets the attention it deserves. Plus, we’re always on the lookout for talented advisers like you!
We think you need these skills to ace Independent Financial Advisor (Self Employed)
Some tips for your application 🫡
Show Off Your Experience:Make sure to highlight your experience as a financial adviser and any transferable client bank you have. We want to see how your background aligns with our client-centric approach!
Be Authentic:Let your personality shine through in your application. We’re all about a relaxed environment, so don’t be afraid to show us who you are and what makes you unique!
Tailor Your Application:Take the time to tailor your application to our specific role. Mention how you can contribute to our modern technology stack and client-focused services. We love seeing applicants who do their homework!
Apply Through Our Website:For the best chance of success, make sure to apply through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Eden Rose
✨Know Your Client Base
Before the interview, take some time to reflect on your existing client base. Be ready to discuss how you’ve built relationships and provided value to your clients. This will show that you understand the importance of a client-centric approach, which is key for this role.
✨Familiarise Yourself with Modern Technology
Since the firm uses a modern technology stack, make sure you’re comfortable discussing the tools and platforms you’ve used in the past. Highlight any experience with delivering pensions, reports, ISAs, or similar services, as this will demonstrate your readiness to hit the ground running.
✨Emphasise Autonomy and Flexibility
This role offers a high degree of autonomy, so be prepared to talk about how you manage your time and client relationships independently. Share examples of how you’ve thrived in self-employed roles or environments where you had to take initiative.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's vision and how they support their advisers. This not only shows your interest in the role but also helps you gauge if their values align with yours, especially regarding client-centric practices and work-life balance.
